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Showing 1301 - 1310 of 4062 results for "Financial planning"

TAL equips advisers with cancer education

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... one-hour long webinar carries one CPD point accredited via the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA). TAL general manager for health services, Sally Phillips said the course will help up-skill ...

Managed Accounts Forum draws record crowd

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... forum will feature live polling after each session. The forum offers up to 7.25 CPD points, accredited by the Financial Planning Association of Australia, for a full-day attendance. Stephanie Brantz, one of the country's leading TV sports presenters ...

FPA supports children's financial literacy

KARREN VERGARA  |  FRIDAY, 8 SEP 2017
The Financial Planning Association of Australia has partnered with an 'edtech' start-up to help boost financial literacy skills of young Australians. Schools that are referred to Banqer via FPA members will be able to access online interactive programs ...

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
Indicating a rise in the number of women opting for a career in financial planning, four of the six finalists for the 2017 Association of Financial Advisers' Rising Star of the Year Award are female. The accolade - which is presented in partnership ...

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
... Generation Advisory is continuing its acquisition spree with the purchase of a highly targeted and integrated financial planning business specialising in wealth management for doctors and other medical specialists. The firm signed a binding sale and ...

Fitzpatricks Group acquires financial advice firm

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
... Retirement Victoria, an ANZ-aligned advice firm which specialises in the provision of retirement planning, financial planning and risk insurance services, was confirmed by Fitzpatricks managing director John McMurdo to be the result of the newly secured ...

AMP and Challenger ink annuities deal

ALEX BURKE  |  TUESDAY, 5 SEP 2017
... available through AMP's adviser portal, marking one of the more historic partnerships since Challenger swapped its financial planning business for AXA's annuities portfolio in 2008. Financial advisers will now be able to apply online for Challenger's ...

Adviser education renews ethics focus

KARREN VERGARA  |  MONDAY, 4 SEP 2017
... Chartered Institute for Securities and Investments (CISI) - a UK-based professional body - wealth, investment and financial planning professionals must pass an integrity test to become members. CISI, together with FINSIA, recently launched Ethics and ...

FPA Congress will highlight value of relationships

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
Three of Australia's most influential couples will share their stories with planners at the Financial Planning Association of Australia's 2017 Professional Congress, encouraging them to reassess the ways in which they establish and develop meaningful ...

Countplus searches for new CFO

KARREN VERGARA  |  THURSDAY, 31 AUG 2017
... namely with Lendlease, Transurban and Ortho Group. In the year to June, the accounting, business advisory and financial planning firm's operating revenue was flat at $87.6 million. Net operating profit before tax was down from $21.8 million in FY16 to ...